By Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial

We are one step closer to the Bull Financial vision!

To raise $25-million in philanthropic donations by December 31, 2028, by educating and challenging our clients and partners.

February 22^nd was an opportunity to educate and challenge fellow advisors about Strategic Estate Planning: Turning Tax Dollars into Charitable Gifts. The event was hosted by Lakeridge Health Foundation, where I am honoured to be a member of the Planned Giving and Endowment Committee, and a Cabinet member of the $20-million Our Cancer Campaign.

Thank you so much to our LHF hosts: Yves Gadler (CEO), Steven MacDonald (Director, Development & Campaigns) and their teams. 

Our vision is one component of a goal shared by an elite group of 100 allied professionals across Canada:  to create $1 billion in charitable donations every year! 

Want to learn how you can turn your tax dollars into a charitable gift?  Just ask me.

Mark Bull, MFA-P, CLU, CFP, CHS, CEA
President, Bull Financial
mark@bullfinancial.ca
905-576-0230

This is a general guide only and is not intended to replace professional financial and tax advice in any form. Please consult a professional financial advisor on how it relates to your situation. The information provided here is accurate as of the date of publication.